A Job in Boatyard represents work assigned to a technician or contractor. Most Jobs are linked directly to a line item on an order, but Jobs can also be created independently when needed — for example, for work that is not tied to a specific order item.
Jobs are created in the dashboard by your team and are managed by technicians in the Boatyard Pro App, the mobile companion to the dashboard.
When a Job is assigned:
Technicians are notified in the Boatyard Pro App.
Contractors receive both an invitation to the Pro App and a web link they can use to view and manage their Jobs — the app is optional.
In this article:
How to create a Job from a line item on an order
Creating a Standalone Job
How to assign a Job to multiple technicians
Creating a Job from a Line Item
To create Jobs for multiple line items at once:
1️⃣ Click the three-dot menu at the top of the order (above the line items).
2️⃣ Select Create Jobs.
3️⃣ Choose the line items you want to create Jobs from.
4️⃣ Boatyard will generate a separate Job for each selected line item. You can uncheck any line items you don't want to create a job for.
To create a Job from a single line item:
1️⃣ Click the three-dot menu next to the specific line item.
2️⃣ Select Create Job.
3️⃣ The Job name and description will auto-fill from that line item’s details.
4️⃣ Assign the technician and send the Job.
Assigning a Job to Multiple Technicians
Sometimes multiple technicians may be responsible for the same Job. You can assign a single Job to multiple technicians.
When creating a new Job:
In the Create Job window, select multiple technician names to assign the Job to all of them.
For an existing Job:
On the Job Detail screen:
1️⃣ Click the Assignee name (top right).
2️⃣ Select the additional technicians to assign.
3️⃣ Click Save.
Limitations for Jobs with Multiple Assignees
Jobs assigned to multiple technicians behave slightly differently:
All technicians must be scheduled for the same day — you cannot schedule different days for different assignees.
Rescheduling for one technician will reschedule for all assignees.
Attempting to drag the Job to a technician who is already assigned will result in an error.
When adding time, notes, photos, or rescheduling, expect a brief (1–2 second) delay as the system updates all assigned Jobs.
That’s it!
You’re now ready to assign Jobs and manage technician work through Boatyard.